FINANCE
Daily Cohort Margin Snapshot to a Google Sheet Trend Log
Captures a daily per-cohort gross-margin snapshot from BigQuery and appends it to a Google Sheets trend log.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule
- ActionSnapshot per-cohort margin from BigQueryBigQuery
- LogicFlag cohorts in three-day decline
- OutputAppend dated rows to Google Sheets trend logGoogle Drive
What it does
Maintains a running historical record of cohort margins. Each day it snapshots margin per cohort from BigQuery, appends a dated row per cohort to a Google Sheet, and marks any cohort that has declined for three consecutive snapshots so a slow bleed is visible even when no single day breaches a threshold.
When to use it
Use it when you want an owned, exportable time series of margin by cohort outside the warehouse, for building sparkline charts in Sheets or feeding board decks, and to catch gradual erosion that point-in-time alerts miss.
How it works
- 1A nightly schedule triggers the run.
- 2BigQuery returns the current per-cohort margin snapshot.
- 3A logic step compares each cohort to its last two logged values and flags three-day declines.
- 4Google Drive appends one dated row per cohort to the trend-log spreadsheet, with the decline flag set where applicable.
- 5The growing sheet feeds existing charts and any downstream review.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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